Jimmy Jara
Minneapolis,MN
Summary
Operational and financial support professional with strong experience in loan processes, documentation accuracy, and cross-functional collaboration. Skilled in operational accounting tasks, including loan account maintenance, data accuracy reviews, policy compliance, and Microsoft Office (Excel and Word). Bilingual, proficient in both English and Spanish. Proven ability to thrive in fast-paced environments and work effectively, both independently and in team settings. Ready to leverage analytical skills and operational accounting experience in an Operational Accounting Associate role.
Overview
10
10
years of professional experience
Work History
Loan Processor
Wells Fargo
02.2020 - 12.2023
- Provided operational support for loan documentation, ensuring accuracy and compliance with corporate policies and standards.
- Maintained accurate account data, tracked status updates, and corrected discrepancies.
- Collaborated with internal partners (underwriting, sales, and servicing) to resolve issues and streamline processes.
- Demonstrated strong organizational skills to be efficient in a fast-paced environment.
Mortgage Processor
Wells Fargo
Minneapolis, MN
01.2018 - 12.2018
- Communicated with customers and internal peers to gather and update critical documentation for loan approval.
- Conducted detailed reviews of customer financial and property data (including property taxes) under established policy requirements.
- Used effective analytical skills to ensure data accuracy and compliance.
Home Preservation/Property Loss Specialist
Wells Fargo
Minneapolis, MN
06.2016 - 01.2018
- Evaluated property documentation and risk to make a sound decision to disburse funds.
- Worked together with clients and business partners to solve complex issues.
- Audited documents to ensure accuracy and meet team goals.
Financial Aid Advisor
TADS
12.2015 - 05.2016
- Audited financial applications for accuracy and completeness, resolved exceptions, and verified supporting documents.
- Utilized intermediate Microsoft Word and Excel to create reports and maintain data files.
BOOKKEEPER/Sales
Minnesota United FC
Golden Valley, Minnesota
10.2013 - 08.2014
- Utilized QuickBooks to gather, analyze, and create financial reports.
- Communicated with multiple departments to discuss organizational financial and budget objectives.
- Cold-called in a fast-paced sales environment, and coordinated marketing events.
Education
Bachelor of Arts - Entrepreneurship
University of St. Thomas
St. Thomas, MNSkills
- Operational Accounting Support & Compliance
- Loan Account Maintenance & Data Accuracy
- Intermediate Microsoft Excel & Word
- Analytical & Problem-Solving Skills
- Documentation & Correspondence Management
- Cross-Functional Collaboration
- Ability to Thrive in Fast-Paced Environments
- Experience with Financial Services Documentation & Systems
- Risk evaluation and mitigation
Timeline
Loan Processor
Wells Fargo
02.2020 - 12.2023
Mortgage Processor
Wells Fargo
01.2018 - 12.2018
Home Preservation/Property Loss Specialist
Wells Fargo
06.2016 - 01.2018
Financial Aid Advisor
TADS
12.2015 - 05.2016
BOOKKEEPER/Sales
Minnesota United FC
10.2013 - 08.2014
Bachelor of Arts - Entrepreneurship
University of St. Thomas